|One of the vital keys to secure the
financial future for your family &
your business is having the right
kind of life insurance and the right
amount of coverage.
Mr. Wallach literally wrote the book
on life insurance that other CPAs
& Insurance agents are required to
read to learn about it!
So when you are insured through
Lance Wallach's office, you can
rest easy at night knowing you
have worked with the best there is
in the country!
|The Offices of Lance Wallach :
|"America's leading Financial
Services firm "(TM)
| Life insurance to protect your family.|
| Key Man life insurance to protect your business should you or |
|another important executive pass on.|
| Life insurance as part of the estate planning process.|
| Life insurance Trusts|
| Life insurance for charitable causes|
Call us today:
Email us at:
|The Lance Wallach financial team!
|Copyright (C) 2019 Lance Wallach
All rights reserved
|"The CPA's Guide to Life
Insurance" written by
Lance Wallach and
published by Bisk CPEasy
|The Lance Wallach advantage is credibility, experience & trust !!
Many advisory firms offer financial planning and investment services, but
the difference is that Lance Wallach wrote the books on Life Insurance,
and Financial & Estate planning that the other consultants learned from!
If you want to sleep soundly at night, don't go to the students for your
financial answers, go to the one who teaches them, Lance Wallach!
For the past 25 years, successful businesses and individuals have turned
to Lance Wallach and his team for assistance, and they are glad they did!
His research and insights have proved right on the
February 21, 2011
“Lance is extraordinarily intelligent. He has few
peers, if any, in his area of expertise. I
unhesitatingly recommend Lance.”
Gary Lesser, Owner, GSL Galactic Consulting
“Excellent results, Google him”
“Lance is a true expert on VEBA Plans. Five years ago,
he took the call of a total stranger, and in doing so, he
spent an hour helping me solve my client's problem.
During the past five years Lance consistently proven to be
a valuable resource for me and my practice. He is a warm
open person who is willing to invest in others success.”
Don Atherton, CEBS, CFP, CLU, Owner, Integrated
Benefits Solutions, Inc.
“Lance is a wonderful resource not just in regards to
VEBAs, 412's, abusive plans and IRS codes, but also who
and what he knows about certain broker-dealers. I called
him about recent changes to 412, and got on the subject
of broker-dealers, and he lent so much of his time to
inform me about making the right choice. He is a really
great, personable colleague to people working in the
financial services business.”
Robert Thomas, Resident Insurance Producer,
“Lance has been recognized by many organizations
for his expertise as a speaker and writer on
employee benefit plans and other tax topics. You can't go
wrong hiring him as a speaker or, if you want to learn how
you can participate in one of Lance's frequent book
projects, he offers an easy way to get yourself published
for the first time so you can get a book in front of
prospective clients and/or professional colleagues.”
David Drucker, Principal, Virtual Office News LLC
“I have relied on Lance's valuable expertise on
several occasions in assisting my clients with Veba's
(419 plans). Lance is definitely the person to help properly
structure 412i and 419 plans and fix plans that were
Sherry Oskey-Hall, Owner, Wealth Creation Strategies
“Since first calling Lance, he has taught me more
about all aspects of insurance, income tax nuances, and
relatively unknown welfare benefit plans than I had
learned in the years spent with other well-regarded
experts who had been in the same field for over 30 years.
As a result, when Lance becomes a consultant to any
company or individual they not only get the benefit of his
immense knowledge, but they receive the knowledge of
experts in any area of finance that will benefit the client.
Lance will never say, "I don't know too much about that."
Instead he will say, "Let me put you in touch with an expert
who is knows more about that than anyone in the country."
And he means it.
I have yet to hear of anyone that has been disappointed
for calling upon Lance Wallach for advice or assistance.
He is truly at the top of his field.
Michael N. Kessler, M.D., M.A.
President, K & L Agency, LLC
Michael Kessler, Owner, K & L Agency, LLC
“Lance is perhaps the country's foremost expert at
establishing various kinds of employee benefit programs
for companies and individuals and also highly
knowledgeable about the programs that do not meet the
legal requirements of the Internal Revenue Service. He is
a well known author, has spoken at numerous meetings
attended by financial services practitioners and is the
professional you want on your side when the IRS comes
calling.” February 5, 2008
“Lance is a pleasure to work with, very
February 4, 2008
Paul Rosen, President, Paul J Rosen Financial Services
“Lance is an expert in little known tax reduction
techniques for profitable business owners.”
February 4, 2008
Matthew Tuttle, Owner, Tuttle Wealth Mgmt, LLC